Visualize Salesforce Pardot Data from Tableau

With CData Drivers for Salesforce Pardot, you can use data access standards to unlock connectivity to business intelligence tools like Tableau. The CData JDBC Driver for Salesforce Pardot allows you to connect from Tableau on Windows and macOS. This article covers how to discover schemas and query Salesforce Pardot data data in real-time.

NOTE: If you are using Tableau 2020.3 or higher, you can use the CData JDBC Driver for Salesforce Pardot. If you wish to connect to Salesforce Pardot data in Tableau Cloud, you will need to use CData Connect Cloud.

Connect to Salesforce Pardot in Tableau

Before starting Tableau, make sure you've placed the .jar file in the correct folder:

• Windows: C:\Program Files\Tableau\Drivers
• MacOS: ~/Library/Tableau/Drivers

Once your .jar file is in place, establishing a connection is straightforward.

1. Start Tableau.
2. Under To a Server, select More.
3. Select Other Databases (JDBC)
4. Enter the JDBC connection string in the URL field.

Salesforce Pardot supports connecting through API Version, Username, Password and User Key.

• ApiVersion: The Salesforce Pardot API version which the provided account can access. Defaults to 4.
• User: The Username of the Salesforce Pardot account.
• Password: The Password of the Salesforce Pardot account.
• UserKey: The unique User Key for the Salesforce Pardot account. This key does not expire.
• IsDemoAccount (optional): Set to TRUE to connect to a demo account.

Accessing the Pardot User Key

The User Key of the current account may be accessed by going to Settings -> My Profile, under the API User Key row.

Built-in Connection String Designer

For assistance in constructing the JDBC URL, use the connection string designer built into the Salesforce Pardot JDBC Driver. Either double-click the .jar file or execute the .jar file from the command-line.

From Windows:

java -jar 'C:\Program Files\CData[product_name]\lib\cdata.jdbc.salesforcepardot.jar'

From MacOS:

java -jar cdata.jdbc.salesforcepardot.jar

Fill in the connection properties and copy the connection string to the clipboard.

When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

The following is a sample URL created in the designer:

jdbc:salesforcepardot:ApiVersion=4;User=YourUsername;Password=YourPassword;UserKey=YourUserKey;
5. Select Sign in.

Discover Schemas and Query Data

1. Select CData from the Database pull-down menu.
2. Select CData from the Schema pull-down menu.
3. Drag the table onto the join area. You can include multiple tables.
4. Select Update Now or Automatically Update. Update Now lets you preview the first 10,000 rows of the data source (or enter the number of rows you want to see in the Rows text box). Automatically Update automatically reflects the changes in the preview area.
5. In the Connection menu, select the Live option, so that you skip loading a copy of the data into Tableau and instead work on real-time data.
6. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData Driver discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
7. Click and drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
8. Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.

Using the CData JDBC Driver for Salesforce Pardot with Tableau, you can easily create robust visualizations and reports on Salesforce Pardot data. Download a free, 30-day trial and get started today.